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Atria Wealth Solutions, Inc.: ENVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on ENVX, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 25,090 ENVX shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 25,090 shares
    Change vs previous 13F -754 shares

    0.01% of the 13F portfolio, value $259,431.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 25,844 shares
    Change vs previous 13F +4,250 shares

    <0.01% of the 13F portfolio, value $189,695.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 21,594 shares
    Change vs previous 13F +2,250 shares

    <0.01% of the 13F portfolio, value $234,727.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 19,344 shares
    Change vs previous 13F +5,375 shares

    <0.01% of the 13F portfolio, value $180,673.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 13,969 shares
    Change vs previous 13F -17,226 shares

    <0.01% of the 13F portfolio, value $215,961.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 31,195 shares
    Change vs previous 13F +13,160 shares

    <0.01% of the 13F portfolio, value $249,871.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 18,035 shares
    Change vs previous 13F -3,030 shares

    <0.01% of the 13F portfolio, value $225,798.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 21,065 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,366.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).